To simplify application management, recruiters can now view candidates for an open position in the form of a Kanban board, where each column corresponds to a stage in the recruitment process selected when the position was created.
| 1. To access the Kanban view, go to the job details (Positions > Job list). Find the position you are interested in and, to the far right of that position and click the green eye icon, labeled Details. | ||
2. A new page will open. Under Candidates Presented, click on the table view icon.
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Under the first tab (Details), you'll find request details and recruitment campaigns along with information about the position and employment conditions.
Configuring the Kanban view
If necessary, you can hide table columns by clicking on the three vertical dots (Minimize). Search, filter (by Date added and Sources) and sort options are also available. To view newly added candidates, click on New applications (option only available if you are not using the automatic approval of web applications option).
You can filter candidates by recruiter(s) by clicking the profile photo bubbles at the top of the page.
Move candidates
You can move a candidate by dragging them into the desired column. To move several candidates, select them and click Move.
When you select one or more candidates, the following actions are also available: Transfer to a position and Submit a form.
Compare candidates
To narrow down a group of candidates at the same stage, for example, after the initial interviews, you can use a side-by-side view to make a quick decision.
Simply select 2 to 6 candidates from the Kanban view (by checking the boxes on the cards), then launch a side-by-side comparison where attributes are displayed in rows and candidates in columns.
You can pin a candidate as a reference, highlight the best values, change a candidate’s stage, and open the profile or evaluation card without leaving the view.
Archiving applications
You can archive an application by clicking the Archive icon on the candidate's card. To archive several applications at once, select them and click Archive.
Archived applications are removed from the active process and moved to archived applications (Archives view). You can unarchive them at any time.
Tip: The candidate's stage will be kept in the history. We recommend moving the candidate to the Not selected stage before archiving.
You'll need to select an archive reason. Twelve reasons are provided by default, and you can rename, reorder, or disable them. You can also set up your own list of reasons with the Recruiting > Application archives > Archive reasons configuration permission (see Configuring archiving reasons).
You can add a note if needed.
Renaming process stages
This feature isn't enabled by default. Contact us to activate it. The Settings > Process > Rename system stages permission is required.
You can rename the system's seven default process stages to fit how your organization works. To do so, click the three dots in the column of the stage you want to rename, then click Rename the stage.
Customize the stage's French and English names. The new name will apply to all current and future jobs in your organization that use this stage. All users will see the new name the next time the page loads.
Important : Stage names must be replaced with equivalent terms.
Reports and statistics keep using the original name. Only the display changes.
Options available for candidates
To view a candidate’s profile or edit their information, simply click on the candidate's name. A candidate preview window will open.
Under each candidate’s name, you can access their documents, add comments (by mentioning your collaborators), schedule interviews, send emails, and view the pre-selection form. You can also change the candidate’s assigned recruiter by clicking on their photo (or their initials).
Once you've found the right candidate (in the Selected column), the Job creation + option is visible under the candidate's name. By creating the job, the candidate becomes an employee of your company and the job status automatically changes to Filled.
Adding a candidate
To add a candidate to the position, click the Add a candidate button (magic wand icon). To the left of the button, you'll also find an option to search for candidates based on their skills and assets.
Other options
From the icons on the right, you can search for candidates (advanced search), view the job's approval and change history, duplicate the job and publish it. You can also edit the job by clicking on the gear icon. Several other options are available below the add button:
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